Associates

Our financial representatives have an incredible opportunity to positively impact people’s lives - the lives of their clients, their families and those in their communities. They take this responsibility seriously and so do we. We provide them with the training and support they need to ensure their success, but we know it is their productive work ethic, strong relationship skills and professionalism that make them extraordinary.

 
 Aaron S Elder

Aaron S Elder

Financial Representative
aaron.elder@nm.com

My Networks: LinkedIn Facebook

Aaron began as a Financial Representative in January of 2014. With a desire to serve and impact his community, Aaron changed course in his career taking hold of a vision to help families grow confidently into their future. Aaron’s local roots have uniquely positioned him to work with those young and new to the area as well as those looking to preserve family legacies passed down from one generation to the next.

Aaron is Series 6 & 63 licensed and specializes in young individual and family planning as well as small business planning.

Born and raised on the Palouse, Aaron is graduate of Garfield-Palouse High School (2001) and the University of Idaho (2006) and has local roots stretching back into the early 1900’s.  Aaron enjoys not only the history of the region, but also the beauty and variety the Palouse region has to offer.

A sports fan and beginner outdoorsman, Aaron’s summers are filled with baseball, biking, and fishing, while his winters are filled with basketball, hiking, and cross-country skiing.

Aaron is husband to his beautiful wife Joanna of 10 years and father to his gracious gift, Hannah and his mighty warrior, Gideon. Aaron and his family are proud to call Moscow home and look forward to growing with and in their community for years to come.

 

Adrian E Green

Financial Representative
adrian.e.green@nm.com

My Networks: LinkedIn Facebook Twitter

 
 Adrian Frederick Rene Phillips

Adrian Frederick Rene Phillips

Financial Representative
adrian.phillips@nm.com

My Networks: LinkedIn Facebook

 
 Alex Bobrovnikov

Alex Bobrovnikov

Financial Representative
alex.bobrovnikov@nm.com

My Networks: LinkedIn Facebook

 
 Benjamin J Bunfill

Benjamin J Bunfill, CLU®, ChFC®, CFP®, RICP®

Disability Income Specialist
benjamin.bunfill@nm.com

My Networks: LinkedIn Facebook

Ben joined Northwestern Mutual in mid-2005. He focuses his business on investments and personal needs analysis including life and disability insurance. He is a graduate of Whitworth College, leads worship at New Community Church and is a volunteer hurdle coach at North Central High School.
 

 
 Bret Wheeler

Bret Wheeler

Financial Representative
bret.wheeler@nm.com

My Networks: LinkedIn Facebook

Bret developed his acute business acumen while working as the General Manager at Harvey’s Clothing Store.  His mentor, Clair Jones, provided him with a common sense business approach that he was able to directly translate to his career with Northwestern Mutual. Bret has consistently been an industry leader with Northwestern Mutual since 1989.  

Early in Bret’s career he realized that there was a level of expertise missing in the financial services industry when advising business clientele.  In order to fulfill this need, Bret and his partner, John Packard Jr. founded Packard Wheeler Succession to provide expert guidance in the succession planning of corporations, businesses, and high net worth families. As the founders of Packard Wheeler Succession, Bret and John built the infrastructure to succeed by recruiting and training the representatives and staff that comprise Packard Wheeler Succession.

Bret enjoys spending quality time with his wife and four children. He enjoys reading about his favorite subjects; history and politics.  In the summer, you can find Bret and his family relaxing at their river home on the Pend Oreille River.

 
 Brian David Baker

Brian David Baker

Financial Advisor
brian.d.baker@nm.com

My Networks: LinkedIn

Brian's mission as a Financial Representative is to serve his clients by helping them achieve clarity in their financial security planning endeavors.  This clarity comes through a strategic and structured financial planning process.   He helps clients align their intentions with their actions, through proactive and tax-efficient planning. Helping them reduce economic vulnerability and build enough wealth to live comfortably now and in the future.

Brian is wildly passionate about people's personal and financial successes; measured by their goals, and their actions towards achieving those goals.  Ensuring his clients receive world class service and advice is his team's top priority.

 
 Carson D McDonald

Carson D McDonald

Financial Representative
carson.d.mcdonald@nm.com

My Networks: LinkedIn Facebook

 
 Chad M. Zollman

Chad M. Zollman

Financial Representative
chad.zollman@nm.com

 
 Chris Eric Eisenacher

Chris Eric Eisenacher

Financial Representative
chris.eisenacher@nm.com

My Networks: LinkedIn Facebook

 
 Christopher Aaron Walker

Christopher Aaron Walker, CLU®, ChFC®, CFP®

Financial Representative
chris.a.walker@nm.com

My Networks: LinkedIn

Chris joined Northwestern Mutual in 2004 and focuses his practice on business and personal needs analysis, and disability income insurance.

 
 Cora Latrelle Shellito

Cora Latrelle Shellito

Financial Representative
cora.shellito@nm.com

My Networks: LinkedIn

Cora Shellito realizes there is no single road to financial security. Indeed, the idea of financial security means something different to every person or organization, and rightfully so: all have different resources, needs and expectations.

In that regard, Cora acknowledges and appreciates that no two clients are alike, so her first priority always is a conversation. Cora’s goal is to understand your current situation, as well as future wants and needs, before providing any recommendations. And as time goes by, she continues to keep the  conversation going, because as your life changes the ideas that may have been appropriate before often need adjustment to accommodate your evolving factors. Working toward future financial security is an ongoing process, not a single event.

Cora’s style and approach lends itself to open communication and listening to identify client needs. Cora takes a holistic approach in coordinating the key elements of risk management and offensive needs to tailor solutions unique to each client. Personal, business, and estate needs are met by Cora’s attention to detail, transparency, and follow through.

Born and raised in Eastern Washington, Cora has built a comprehensive financial services practice by introductions from clients, advisors, and other trusted individuals.

Additionally, throughout her many years in the Spokane area, Cora has built trust with her clients throughout Eastern Washington and beyond.  Her strong network of specialists and other leaders in the community are prepared to help those in her arena navigate their business and personal needs to reach their goals

 
 Cydney Stedman Brown

Cydney Stedman Brown, CLTC

Long Term Care Specialist
cydney.brown@nm.com

Cydney Stedman Brown has been affiliated with Northwestern Mutual since 1979. In addition to being a Financial Representative, she also serves as the Long Term Care Specialist for Northwestern Mutual in Spokane, WA. Cydney believes it is important to know as much as she can about Long Term Care. To this end, she earned the CLTC designation (Certified in Long-term Care). Cydney also serves as Field Director for the training and development of new Financial Representatives. This allows her to share the vision of Northwestern Mutual and help in the future growth of our local field force.

 
 Daniel B Hundrup

Daniel B Hundrup, CLU®

Financial Advisor
dan.hundrup@nm.com

Dan has been representing Northwestern Mutual since 1972 and focuses his practice on business and personal needs analysis, and disability income insurance. 

 
 David W Parsons

David W Parsons, CLU®, ChFC®, CASL®

Managing Director
david.parsons@nm.com

My Networks: LinkedIn

Dave Parsons joined Northwestern Mutual in February of 1981 as a college Financial Representative and became a full-time Financial Representative in June of 1981 after graduating from Washington State University. Dave has qualified for numerous company sales awards, most recently the OARS award for outstanding achievement in recruiting and sales.  He is also a qualifying and lifetime member of the prestigious Million Dollar Round Table.  He became Managing Director in 1989 and under his leadership the District Network Office has had steady growth.  Dave currently serves in the National District Agency Association.

Dave is a member of several professional organizations, including the National Association of Insurance and Financial Advisors of North Central Washington (current President), the Society of Financial Services Representatives and the Estate Planning Council of NCW (Past President).

Dave and Northwestern Mutual - Wenatchee have been the recipients of numerous professional recognition awards from both Northwestern Mutual and outside organizations.

Wenatchee /Yakima Local Commitment 

Northwestern Mutual - Wenatchee prides itself on being an active member of the Wenatchee and Yakima areas.  Dave and Northwestern Mutual - Wenatchee are members of the following groups:

Central Washington Hospital Foundation (www.cwhs.com)
Washington Junior Golf Association (www.wjga.net)
Wenatchee North Rotary (www.wenatcheenorthrotary.com)
Wenatchee Rotary (www.wenatcheerotary.org)
Wenatchee Down Town Kiwanis (www.kiwanis.org)
Washington State University Presidents Associate (http://www.wsu.edu)
Wenatchee Valley Chamber of Commerce (www.wenatchee.org)
Eastmont Wildcats Boosters (www.eastmont206.org)
Children's Home Society (www.chs-wa.org)
Wenatchee Valley Youth Soccer (www.wvysa.org)
Yakima Schools Foundation (www.yakimaschoolsfoundation.org)
Yakima Family YMCA
Red Cross (www.redcross.org)
Salvation Army (www.salvationarmy.org)
National Association of Insurance and Financial Advisors (www.naifa.org)

 
Although he has won several awards, Parsons' proudest accomplishment is helping his clients.

 
 Debbie Hamilton

Debbie Hamilton, LUTCF®, CLU®

Financial Representative
debbie.hamilton@nm.com

Debbie joined Northwestern Mutual in 1973 as an Associate Financial Representative. In 1991 she transitioned into a full time Financial Representative role.  Over the next several years she obtained her LUTCF and CLU professional designations, bolstering her already robust industry knowledge.

In 2015, Debbie celebrated her 25th anniversary as a Financial Representative with Northwestern Mutual, and is proud to have represented such a fine company.  She has had the privilege to help thousands of families and businesses protect their hard earned assets, build retirement assets for their future, and help build generational financial stability for families and businesses. Debbie specializes in Long Term Care Insurance, Employee Benefit Planning, and succession planning for businesses and individuals, including those age 65+. 

Debbie was born and raised in Spokane, Washington.  Outside the office, she loves spending time with her husband, their 5 children and 7 beautiful grandchildren!  They enjoy golfing, boating, travelling, and camping with the grandkids.

 

Delia Jeanette Garza

Financial Representative
delia.j.garza@nm.com

My Networks: Facebook

 
 Doug Lupton

Doug Lupton, RICP®, MBA

Financial Representative
doug.lupton@nm.com

My Networks: LinkedIn Facebook

 
 Edward R Van Vliet

Edward R Van Vliet

Financial Representative
ed.vanvliet@nm.com

Ed is an experienced veteran with Northwestern Mutual, joining the company in 1965. He has been a member of the Million Dollar Round Table for 37 straight years (1967-2004). He also has qualified for Top of The Table 15 times (1978-2003). Ed specializes in business, personal and estate needs analysis.

 
 Hugh Douglas Severs

Hugh Douglas Severs

Financial Representative
hugh.severs@nm.com

Born into a military family, Hugh Severs grew up around the country and landed in the Spokane/Coeur d’Alene area in time to finish high school.  Hugh earned a B.A. in Landscape Architecture at Washington State University and led a successful career in that field for 8 years—an experience he believes grounded his firm belief in planning.  Hugh joined Hanson Financial Group in 2011 to work side-by-side with his father, Jeff, and to grow a financial practice deeply rooted in planning and helping our clients’ financial peace of mind.

Hugh, his wife, and two sons frequently enjoy fishing, boating, fly-fishing and hiking, and many of the other outdoor activities the Pacific Northwest has to offer.  Hugh’s true passion in his career lies behind being able to sit around a campfire with clients who have become friends or friends who have become clients—either way, knowing that they, and their families, are taken care of financially.

 
 Ian G. Mitz

Ian G. Mitz, CFP®, ChFC®, CLU®, CASL®, CAP®

Wealth Management Advisor
ian.mitz@nm.com

My Networks: LinkedIn Facebook Twitter

Growing up in the Columbia Basin, Ian Mitz has always been involved in agriculture. Though Ian did not grow up on a farm, Ian has changed his fair share of hand lines. Because of Ian's involvement in agriculture and being in business for himself, Ian has a great deal of interest and expertise in the financial needs of agribusiness owners in all phases of the business life cycle.  This interest extends to businesses in other industries as well, particularly family owned businesses and professional service corporations. 

Ian has a great deal of experience both in tailoring appropriate employee benefit packages to help attract and retain the best talent. He is also well-versed in the sophisticated succession planning necessary to help ensure a business continues to thrive after its owners leave.

 
 J Lamonte Walker

J Lamonte Walker, CLU®

Financial Representative
monte.walker@nm.com

Monte Walker joined Northwestern Mutual in 1972 and specializes in insurance, investment products, personal needs analysis and business needs analysis for business owners and corporations.  Monte graduated from the University of Idaho with a Bachelor of Science degree in Education, he later became an instructor there in Insurance and Risk Management from 1988 – 2009.

 
 James H Bockemuehl

James H Bockemuehl, CLU®, ChFC®, AEP®

Wealth Management Advisor
jim.bockemuehl@nm.com

James specializes in personal, business and estate needs analysis at Northwestern Mutual. He has been associated with Northwestern Mutual since 1978. James is a past president of the Society of Financial Service Professionals (Spokane Chapter) and a past president of the Spokane Estate Planning Council. He has also served on the WSU Planned Giving Advisory Board.
 

 
 James Henderson Noel

James Henderson Noel

Financial Representative
james.noel@nm.com

My Networks: LinkedIn

James contracted with Northwestern Mutual in the spring of 2011 in Coeur d'Alene, Idaho.  Shortly after starting his career, he joined the Packard Wheeler Succession team. James has a passion for working with business owners with succession planning and is inspired by helping others secure their financial dreams and goals through the financial planning process.

James and his wife were married in the summer of 2015 and are expecting their first child in January 2017.  Since 2010, James has coached the boy’s high school basketball team at North Idaho Christian School. His family, friends, and faith are the most important reasons he and his wife love being part of the Coeur d'Alene community.

 
 Jeff Lloyd Severs

Jeff Lloyd Severs

Managing Director
jeff.severs@nm.com

My Networks: LinkedIn

Mr. Severs has a long track record of engaging to help small businesses start up and expand.  He began his professional career as an acquisition/ technology officer in the United States Air Force, where he led a wide range of activities spanning work as a software engineer supporting radar processing applications to development and fielding of the Global Positioning System.  Mr. Severs also served as a staffer in the U.S. Senate and on the staff of the Secretary of the Air Force in a congressional liaison role.  In his final Air Force assignment, he managed a $1 Billion program to develop, test, and manufacture precision weapon systems. 

After leaving the Air Force, Mr. Severs was President and Chief Executive Officer of SprayCool, a venture-backed, high-growth technology & manufacturing company with operations in Washington state, California, Kansas, and Washington DC.  During his 7-year tenure, he oversaw expansion of the company’s government business from a $3 Million / 25-person operation to just under $50 Million and 300 people.  He and his team also secured $25 Million in venture funding to finance a new commercial data center market penetration strategy.  The company was recognized for its significant revenue growth (greater than 600% 2002 – 2005), including being selected as an “Inc. 500” company in 2005.  After departing SprayCool, Mr. Severs assisted in managing a 30-person not-for-profit economic development operation focused on expansion of existing / recruiting of new businesses to the Inland Northwest. 

In 2009, Jeff teamed with Managing Director, Paul Hanson, to jointly manage Northwestern operations for Northern Idaho.  Effective August 2015, they took over responsibility for the broader region, an operation with nine physical offices in the Inland Northwest.

Mr. Severs is a graduate of the University of Georgia, the Air Force Institute of Technology, the Defense Systems Management College, and the Stanford Executive Program.  He was also selected as a Congressional Fellow, subsequently graduating from the Brookings Institute’s Legislative Fellows program followed by a position in the U.S. Senate.  He was also selected as a Ford Foundation Fellow.  Mr. Severs currently serves on a variety of boards spanning both not-for-profit and private sector organizations. 

 
 Joey Meehan

Joey Meehan, CLU®, CFP®

Financial Advisor
thomas.meehan@nm.com

My Networks: LinkedIn Facebook Twitter

Joey has represented Northwestern Mutual since 2011. During his career he's held multiple leadership titles. Currently as the Growth and Development Director in Coeur d’Alene, ID, Joey is passionate about helping new financial representatives grow and develop a business and life they wouldn't trade for anything. He believes that he and his team can dramatically impact our community and others across the country in regards to their financial security, and he knows that his influence in leading others can have a multiplier effect on that impact. Joey specializes in Retirement Income Planning and Personal Financial Planning. Joey married up to his incredible wife, Kelsey, who is their Household Executive. Together they have a beautiful son, Luca, and two “furry children,” Barkley and Rowdy.

 
 John R Kopp

John R Kopp, MBA

Financial Representative
john.r.kopp@nm.com

John Kopp originally came to Spokane in 1995 to attend Whitworth University where he earned a degree in Business Administration. He then ventured to the West side of the state for what he thought would be a brief stent, which turned into much longer. John completed his MBA at Northwest University, and met his beautiful wife Dawn while she was doing her residency at the University of Washington Medical Center. Being the son and grandson of physicians, it felt natural to bring the third generation of Dr. Kopp into the family, but this time it was through marriage.

John and Dawn then moved to Malawi, Africa for two years while Dawn was doing a research fellowship, and John volunteered with an NGO working on business development and communication with Malawians in rural villages. Upon their return to the United States, they settled in Spokane where John started his financial practice with Northwestern Mutual and Dawn joined a wonderful medical practice. They welcomed their daughter, Juniper, into the world in 2016.

John loves anything to do with the outdoors. He grew up skiing, hiking, backpacking, horse packing, hunting, and playing any sport that would give him a great workout. He spent a couple summers mountain guiding in the mountains of British Columbia with an organization called YoungLife. He remains very active in his church and spends as much time as possible with his wife and daughter.

John loves building long-term relationships with his clients, as he sees this as the most rewarding part of the career as a financial advisor.

 

 
 Jonathen C Hernandez

Jonathen C Hernandez

Financial Representative
jonathen.hernandez@nm.com

My Networks: LinkedIn Facebook

Jonathen Hernandez has been affiliated with Northwestern Mutual since February 2011. He is passionate about this area and is enthusiastic about being a catalyst for the financial success of his client base. 

 

Joshua D Geiger

Financial Representative
joshua.d.geiger@nm.com

 
 Joshua Jess Goodwin

Joshua Jess Goodwin, B.A.

Financial Representative
joshua.j.goodwin@nm.com

My Networks: LinkedIn Facebook

 
 Justin Swift

Justin Swift, CLU®

Financial Advisor
justin.swift@nm.com

My Networks: LinkedIn Facebook

Justin Swift originally came to the Palouse in 2006 to attend the University of Idaho. He has been a financial advisor with the Northwestern Mutual in Moscow, ID since 2013 and specializes in retirement planning and education funding as well as life insurance and disability insurance planning for individuals, families and businesses.

After graduating Summa Cum Laude with degrees in Biology and Philosophy, he subsequently fell in love with the area and a local girl and never left. He and his wife Carli have one daughter, Winona, and are both interested in small scale, organic farming as well as hiking, hunting, fly-fishing and bird watching across the Palouse.

 
 Kathryn Jane Millgard

Kathryn Jane Millgard

0
kathryn.millgard@nm.com

Kathryn (Kate) Millgard started her career with Northwestern Mutual in 2004.  Kate and her team, over the long term, will work with you and your family to implement a financial plan that can help reduce worry and stress, and more importantly free you up to enjoy what really matters to you in life. They approach each of their clients with the intention of accessing a deep understanding of their dreams, wishes and worries allowing them to provide financial plans that align clients’ resources with their most important goals.

Kate graduated from Whitman college.

 
 Kenneth E Wagar

Kenneth E Wagar, CLU®, ChFC®, CASL®

Financial Representative
ken.wagar@nm.com

Ken is an experienced veteran with The Parsons Financial Group, joining Northwestern Mutual in 1980. He specializes in personal, business and estate needs analysis. Ken is a graduate of Washington State University, a member of Yakima Estate Planning Council and serves on the board of directors for the Yakima Schools Foundation. He has been honored by the Northwestern Mutual Foundation for Community Service and awarded $10,000 for the Yakima Schools Foundation.

 

Kristin Louise Ahmer

Financial Representative
kristin.ahmer@nm.com

 
 Kyle E Schauble

Kyle E Schauble

Financial Advisor
kyle.e.schauble@nm.com

Kyle Schauble was born and raised in Kennewick Washington,  He grew up playing sports such as football, basketball and track and field.  Attended Washington State University on a track scholarship where he graduated with a B.A. in Business and History.   Kyles parents are both high school teachers in the Kennewick School district and both coach as well.  He have two siblings, brother Ryan  and sister Lindsey.

 

Kyle Glenn Rasmussen

Financial Representative
kyle.g.rasmussen@nm.com

Kyle Rasmussen started his career with Northwestern Mutual as an intern in the Yakima office in June 2018 after graduating from San Diego State University with a Bachelor’s in Financial Services and a certificate in Financial Planning. Kyle grew up in Yakima where he attended Highland High School and spent his Summers working on his grandparents farm in the lower valley.

In his spare time Kyle enjoys hiking, traveling the world, and playing tennis. He also volunteers at the Yakima Farmer’s Market on Sundays and is a member of the Downtown Association of Yakima’s, Economic Development Committee.

Kyle’s goal as a financial representative is to help his clients achieve all of their goals and dreams in life no matter how big or small they may be.

 
 Kyle J LaHonta

Kyle J LaHonta, CLU®

Financial Advisor
kyle.lahonta@nm.com

My Networks: LinkedIn

Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Financial Representative, professionalism is defined not only by the measure of one's experience, and education, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.

Kyle will work with you to help identify your financial goals, suggest solutions to help you reach those goals, and show you ways to implement them. Whether he is utilizing the world-class insurance services or the internationally recognized investment products, Kyle will do his very best to help you protect and provide for those people you care about most.

 
 Kyle James Scott

Kyle James Scott

Financial Representative
kyle.j.scott@nm.com

My Networks: LinkedIn Facebook

 

Luisa Luisa Jimenez

Financial Representative
luisa.jimenez@nm.com

 
 Mario H Martinez Jr

Mario H Martinez Jr

Financial Advisor
mario.martinez@nm.com

My Networks: LinkedIn

 
 Mark W Lupton

Mark W Lupton, CLU®, CFP®, CASL®, CPA

Financial Advisor
mark.lupton@nm.com

Mark has been with Northwestern Mutual since 2002 and specializes in business and personal needs analysis as well as business succession. He is actively involved with Life Center Church, Rotaract, WSCPA, FPA, and AICPA.

 
 Martin Trail

Martin Trail, CLU®, ChFC®

Financial Advisor
martin.trail@nm.com

My Networks: LinkedIn

Martin Trail started his career as an Intern with Northwestern Mutual in 1981. Upon graduation from the UI with a Finance Degree in 1984, he obtained a Chartered Financial Consultant certification. As a Financial Advisor, he helps individuals and families develop and stick with their financial road maps. Although he has over 36 years’ experience, he continues his education and is currently part-way through a course specializing in Retirement Income Planning.

Martin is an avid backpacker and enjoys exploring the scenic wonders of this corner of the world and sharing his favorite spots with newcomers. He enjoys photography and was happy to have two photos chosen for placement in a US Landscape Calendar. In the summer, he rides the mountain bike trails on Moscow Mountain, and he is having tons of fun as a first-time grandpa!

 

Max W Eckhardt

Financial Representative Intern
maxwell.w.eckhardt@nm.com

 
 Michael Welch

Michael Welch

Financial Representative
mike.welch@nm.com

Mike grew up in Spokane, Washington surrounded by a family of professionals who believe in service. Mike founded his business with this servant mentality at Northwestern Mutual in 2001. He quickly joined the Packard Wheeler Succession team shortly after starting his career.

Mike knows the benefits of working with families, business leaders, and companies that are looking for strong advice, good stewardship, and time tested principles to help protect their loved ones and assets.  He is dedicated to making sure the needs of his clients are met and he is devoted to guiding them in the right direction. 

Outside the office, Mike enjoys spending time with his wife and three children.  What precious free time Mike has, is devoted to coaching youth sports, spending time at the family cabin at Priest Lake and sneaking in a great CrossFit workout.

 
 Mike Waite

Mike Waite

Financial Representative
mike.waite@nm.com

Mike has been with Northwestern Mutual since 1996.

As a Northwestern Mutual Financial Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

By gaining an in-depth understanding of individual goals, objectives, and expectations, I provide innovative financial solutions to meet my client’s specific objectives. This is accomplished by delivering world-class insurance services and internationally recognized investment products and caring guidance. My ultimate goal is that my clients feel understood by me and that they have a sense of meaningful accomplishment resulting in greater financial security.

Mike is sitting on the Board of Directors for many organizations throughout his community.

Pullman Regional Hospital Foundation Board of Directors

Pullman Chamber of Commerce Board of Directors

www.pullmanchamber.com/Contact.asp

Stepping Stones Board of Directors

www.steppingstonesmoscow.com/

 
 Neal Kroll

Neal Kroll, LUTCF®

Financial Representative
neal.kroll@nm.com

Neal joined Northwestern Mutual in 1990 and focuses his business on investments and personal planning analysis including health insurance in the senior and business market. Neal is active in his community church as a teacher.

 
 Neal W Springer

Neal W Springer, CLU®, CASL®, LTCP

Financial Representative
neal.springer@nm.com

Neal has been with Northwestern Mutual since 1984. He has always maintained a well rounded practice in the sale of life, disability, and long term care insurance as well as annuities and mutual funds. He believes that his clients appreciate his low key, problem solving approach which allows them to make well thought out, sound financial decisions.

 
 Patrick A Clevenger

Patrick A Clevenger, CLU®, ChFC®

Financial Advisor
pat.clevenger@nm.com

My Networks: LinkedIn Facebook Twitter

Pat started his career with Northwestern Mutual in January of 2000 as an intern while in his final year of college earning his Engineering Degree. Identifying that he enjoyed relationships and consulting more than being purely analytical, Pat decided to follow in his grandfather’s footsteps of running his own business. 

In 2013, Pat took the opportunity to join the Packard Wheeler Succession team to experience a different outlook on the industry. He brought along with him his emphasis in helping businesses and individuals achieve financial peace of mind using his 16 years of individualized experience.  Pat now has the support of Packard Wheeler Succession with a 159 years of combined experience.

Loyalty, commitment, and perseverance can be identified as traits of his by examples of his marriage to his wife since 1998, and his affiliation with Northwestern Mutual since 2000.  Pat, Shannon, and their two children love spending time together snow skiing, camping, playing on the water, and supporting youth activities. Pat enjoys supporting his community in ways that align with his values, and enhance the organizations or activities he or his family are involved with.

 
 Patrick D. Cummings

Patrick D. Cummings

Wealth Management Advisor
patrick.cummings@nm.com

My Networks: LinkedIn

Patrick Cummings looks first to understand your vision for the future. It says a lot about you. And like you, your vision is unique. So is Pat’s approach to helping you shape it and attain it by providing each of his clients with strong financial solutions that are tailored to their particular needs and goals.
 
Patrick Cummings will work with you to help identify your financial goals, suggest solutions to help you reach those goals, and show you ways to implement them. Whether he is utilizing the world-class insurance services or the internationally recognized investment products, Patrick Cummings will do his very best to help you protect and provide for those people you care about most.
 
Simply put, the mission of Patrick Cummings is to help you secure your family´s future and protect what´s important to you by providing guidance in wealth accumulation, asset allocation, retirement needs, and investment products while always striving to provide you with the same level of ethical service that he would expect for himself.

 
 Paul L Hanson

Paul L Hanson

Managing Partner
paul.l.hanson@nm.com

My Networks: LinkedIn Facebook

 
 Peter J Elliott

Peter J Elliott, CLU®, ChFC®, CASL®, AEP®

Financial Advisor
peter.elliott@nm.com

My Networks: LinkedIn Facebook

Peter specializes in estate liquidity strategies, personal needs analysis, retirement solutions, corporate insurance alternatives and many more. He has been with Northwestern Mutual since 1973 and has been the recipient of numerous industry awards and is a life member of the Million Dollar Roundtable (1984-1988, 2000-2004).
 

 
 Phillip Warren

Phillip Warren

Financial Advisor
phillip.warren@nm.com

My Networks: LinkedIn Facebook

Phil Warren was born and raised in Coeur d'Alene, Idaho. Much like anyone who grows up in North Idaho, he spent almost all of his time outdoors. When he was not out exploring, Phil spent a lot of time working on his family-owned steel fabrication business where he learned the trade of welding. He continued working in the family steel business for 2 years after graduating from Coeur d'Alene High School in 2007. After a change of heart, he went on to attend the University of Idaho where he graduated with a Bachelor's in Accounting in 2013.

Phil began his journey with Northwestern Mutual in the spring of 2011 as an financial representative intern. After graduating from his university and completing 2 years of the internship, Phil was offered the opportunity for a full-time position at the office in Coeur d'Alene. In March of 2015, Phil took on an additional role as College Unit Director. This role gave him the opportunity to mentor, lead, and develop the interns. Phil was thankful to get this opportunity because he saw it as a way to give back after receiving such great mentoring in his early years.

Even though his career has been a life-changing experience, Phil never strayed far from his roots. The opportunity to return to his hometown has allowed him to expand his outdoor interests to wake surfing, golfing, and running with his golden retriever, Koby.

 

Reid D White

Financial Representative
reid.white@nm.com

 
 Richard W Gerlitz

Richard W Gerlitz, CLU®

Financial Representative
richard.gerlitz@nm.com

Richard Gerlitz is a lifetime resident of the Yakima Valley and Columbia Basin area.  Upon graduating from Prosser High School, Rich completed his bachelor of education at Washington State University.  He then taught school for two years in Kennewick before joining Northwestern Mutual in July of 1977.

 
 Robert P Bishopp

Robert P Bishopp, CLU®, ChFC®

Wealth Management Advisor
bob.bishopp@nm.com

Robert Bishopp has been part of Northwestern Mutual since 1969.

Robert's mission:

In all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.

 
 Sam J Canner

Sam J Canner, CLU®, ChFC®

Financial Representative
sam.canner@nm.com

Sam has been representing Northwestern Mutual since 1983 and focuses his practice on business and personal needs analysis, and disability income insurance.

 Sam has been married to his wife, Debby, for 35 years.  They have 2 children and 4 grandchildren. He enjoys spending time with his family, traveling, and everything North Idaho has to offer including, hunting, fishing, boating, camping, and golfing. 

 
 Shon M. Helbling

Shon M. Helbling

Financial Advisor
shon.helbling@nm.com

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Shon has been with Northwestern Mutual since 2010, when he started his practice as an intern in the Moscow office. He moved to Coeur d'Alene in the autumn of 2014 to continue his practice in Northern Idaho. He holds degrees in both Finance and Accounting from the University of Idaho. He also holds the Series 7 and Series 66 securities licenses.

Shon and his wife Ashley enjoy spending time outdoors exploring the many lakes that the Pacific Northwest has to offer. They also enjoy traveling, golfing, cooking, and being with family and friends.

 
 Skyler A Mantz

Skyler A Mantz

Financial Representative
skyler.a.mantz@nm.com

 
 Steven M. Wagar

Steven M. Wagar

Financial Representative
steve.m.wagar@nm.com

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 Tom Irvin

Tom Irvin

Financial Representative
tom.irvin@nm.com

My Networks: LinkedIn

After 20 years in the retail business, I decided I wanted to pursue a career that would allow me control of my time, but kept me in front of clients who I loved to work with. Having been a Northwestern Mutual client for 30 plus years and knowing the quality of their products, this new career choice was easy.

Tom joined Northwestern Mutual - Wenatchee, in 1995 and is a graduate of Washington State University. He focuses his practice on individual and small business needs analysis, with an emphasis on Long-Term Care planning. Tom has twice been honored by the Northwestern Mutual Foundation for community service and awarded $10,000 to both the Children's Home Society and the Downtown Kiwanis Methow Park Project.

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